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🚨 GLOBAL MARKETS ARE BREAKING
This is 2008 all over again.
• Gold: $5,090
• Silver: $108
These charts are not normal.
The market is no longer pricing a recession.
It’s pricing a collapse of the US dollar.
When gold and silver explode together, that’s not speculation.
That’s a system warning.
Silver jumping nearly 7% in one session isn’t volatility.
It’s silver catching up after years of suppression.
People aren’t buying metals because they want to.
They’re buying because they don’t trust anything else.
And here’s the disturbing part 👇
The price on your screen is not the real price.
That’s the price of paper — ETFs, futures, IOUs.
Physical markets are telling a different story:
• China: real silver $134+/oz
• Japan: $139+, if you can even find supply
Premiums we’ve never seen before.
Why?
China is dumping US Treasuries and recycling dollars into
gold, silver, and strategic commodities.
Not for yield.
For survival.
At the same time, Japan is being forced to sell US debt
to defend the yen and stabilize its economy.
That means two of the largest US debt holders are now net sellers.
Let that sink in.
As stocks bleed, funds will be forced to liquidate gold and silver
to raise cash.
Don’t be fooled.
That’s not a top.
That’s forced selling before the next leg higher.
The Federal Reserve is trapped.
Cut rates → gold $6,000+ as inflation spirals.
Hold rates → housing rolls over and equities implode.
There is no soft landing.
No good outcome left.
The next few weeks will be absolutely insane.
Stay close.
A lot of people will wish they listened sooner.
$ACU $RESOLV $BTR
This is 2008 all over again.
• Gold: $5,090
• Silver: $108
These charts are not normal.
The market is no longer pricing a recession.
It’s pricing a collapse of the US dollar.
When gold and silver explode together, that’s not speculation.
That’s a system warning.
Silver jumping nearly 7% in one session isn’t volatility.
It’s silver catching up after years of suppression.
People aren’t buying metals because they want to.
They’re buying because they don’t trust anything else.
And here’s the disturbing part 👇
The price on your screen is not the real price.
That’s the price of paper — ETFs, futures, IOUs.
Physical markets are telling a different story:
• China: real silver $134+/oz
• Japan: $139+, if you can even find supply
Premiums we’ve never seen before.
Why?
China is dumping US Treasuries and recycling dollars into
gold, silver, and strategic commodities.
Not for yield.
For survival.
At the same time, Japan is being forced to sell US debt
to defend the yen and stabilize its economy.
That means two of the largest US debt holders are now net sellers.
Let that sink in.
As stocks bleed, funds will be forced to liquidate gold and silver
to raise cash.
Don’t be fooled.
That’s not a top.
That’s forced selling before the next leg higher.
The Federal Reserve is trapped.
Cut rates → gold $6,000+ as inflation spirals.
Hold rates → housing rolls over and equities implode.
There is no soft landing.
No good outcome left.
The next few weeks will be absolutely insane.
Stay close.
A lot of people will wish they listened sooner.
$ACU $RESOLV $BTR
🚨BREAKING: $BULLA The US financial $CYS conditions Index is down to 98.3 points, $C98 the lowest since early 2022.
Financial conditions have been in a firm downtrend over the last 3.5 years.
This comes as the Fed has cut rates by 175 bps since September 2024, to 3.75%, the lowest since October 2022.
Furthermore, the US Dollar has fallen -12% in 12 months, to near the lowest since February 2022, loosening financial conditions even further.
All while US investment-grade corporate credit spreads have tightened to their lowest since 1998.
As a result, financial conditions are back down to pre-interest rate hike levels seen in March 2022.
Asset owners are winning.
Financial conditions have been in a firm downtrend over the last 3.5 years.
This comes as the Fed has cut rates by 175 bps since September 2024, to 3.75%, the lowest since October 2022.
Furthermore, the US Dollar has fallen -12% in 12 months, to near the lowest since February 2022, loosening financial conditions even further.
All while US investment-grade corporate credit spreads have tightened to their lowest since 1998.
As a result, financial conditions are back down to pre-interest rate hike levels seen in March 2022.
Asset owners are winning.
Foreign investors have never held more US equities: $ZKP
$BULLA Foreign investors now allocate a record 32.4% of their US financial assets to equities. $C98
This percentage has more than doubled since 2008 and has surpassed the previous record of 31.4% set in the 1960s.
By comparison, the long-term average allocation to equities is 19.3%.
This comes as foreign investors own a record $20.8 trillion in US stocks and equity funds.
Their total equity holdings have risen +160% since 2020.
European investors alone hold $10.4 trillion, an all-time high.
Foreign investors are all-in on US stocks.
$BULLA Foreign investors now allocate a record 32.4% of their US financial assets to equities. $C98
This percentage has more than doubled since 2008 and has surpassed the previous record of 31.4% set in the 1960s.
By comparison, the long-term average allocation to equities is 19.3%.
This comes as foreign investors own a record $20.8 trillion in US stocks and equity funds.
Their total equity holdings have risen +160% since 2020.
European investors alone hold $10.4 trillion, an all-time high.
Foreign investors are all-in on US stocks.
The US wage divide is hitting historic levels: $BULLA
Salaries $ZKP advertised in new job postings for the 25% highest-paid positions have surged +32% since January 2023.$C98
Over the same period, salaries for the 25% lowest-paid positions have risen just +9%.
This marks a reversal from the 2020–2022 post-pandemic recovery, when wages in lower-pay jobs rose faster than those in higher-pay roles.
This comes as demand for jobs paying over $100,000/yr has soared +145% over the last 2 years.
At the same time, job postings for positions paying under $30,000 have collapsed -60%.
The K-shaped economy is accelerating.
Salaries $ZKP advertised in new job postings for the 25% highest-paid positions have surged +32% since January 2023.$C98
Over the same period, salaries for the 25% lowest-paid positions have risen just +9%.
This marks a reversal from the 2020–2022 post-pandemic recovery, when wages in lower-pay jobs rose faster than those in higher-pay roles.
This comes as demand for jobs paying over $100,000/yr has soared +145% over the last 2 years.
At the same time, job postings for positions paying under $30,000 have collapsed -60%.
The K-shaped economy is accelerating.
🚨BREAKING: $ZKP Michael Saylor's Strategy $BULLA is just 1.8% away from going into the red on its Bitcoin holdings.$C98
Strategy holds 712,647 $BTC worth $55.72 billion, acquired at an average price of $76,038.
At the $126k peak, their holdings were worth $81 billion even though they had 70,000 fewer Bitcoin.
Strategy holds 712,647 $BTC worth $55.72 billion, acquired at an average price of $76,038.
At the $126k peak, their holdings were worth $81 billion even though they had 70,000 fewer Bitcoin.
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